Oakwell Private Wealth Management (OPWM) provides ongoing investment management based on your individual goals and risk tolerance. OPWM creates a plan to help select a portfolio that matches your specific situation. OPWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Some advisors also sell insurance products through an affiliate.
Assets Under Management$460M
Clients331
Advisors11
Avg. per Client$1.4M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable based upon certain circumstances. A flat fee may also be negotiated as long as it does not exceed the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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